+50.3%
TER vs SUI
-3.0%
+53.3%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.8% | +9.1% | +7.6% |
| 7D | +5.9% | -2.4% | +8.3% | +3.9% |
| 30D | -30.8% | +3.3% | -34.1% | -28.0% |
| 3M | -29.9% | +0.7% | -30.6% | -27.9% |
| 6M | -27.5% | -4.1% | -23.3% | -25.3% |
| YTD | +37.5% | -1.8% | +39.3% | +42.6% |
| 1Y | +50.3% | -4.1% | +54.3% | +59.7% |
| All | +50.3% | -3.0% | +53.3% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling